Bgc Group, Inc. (BGC)
NASDAQ:BGC
Want to see BGC full AI Analyst Report?
Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.34Last Year’s EPS
0.31Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated multiple record results: strong revenue and earnings growth, notable market-share gains (FMX UST 41%), robust ECS/Fenics momentum, and an expanded cost-savings program. Offsetting items included sharp compensation and non-comp expense increases (largely acquisition-related), a reduction in liquidity, revenue headwinds from sold/closed businesses (KACE and an OTC logistics unit), and a Q2 guide implying much slower growth as the company laps prior-year events and normalizes post-geopolitical volatility. On balance, the positive operational and financial achievements, plus continued margin initiatives and solid product/platform traction, outweigh the near-term headwinds.Company Guidance
Record Quarterly Revenue
Revenues increased 43.8% year-over-year to $955.5 million (record), with broad-based growth across every asset class and geography.
Strong Pretax and Net Adjusted Earnings Growth
Pretax adjusted earnings rose 44.9% to $232.1 million (pretax margin 24.3%); post-tax adjusted earnings increased 40.6% to $201.1 million, and adjusted EPS was $0.41, up 41.4%.
ECS Segment Expansion (OTC Integration)
ECS revenues more than doubled (+120.1%) to $330 million, driven by the acquisition of OTC and strong organic growth across energy and shipping.
Fenics and FMX Momentum
Fenics revenues rose 19.8% to $206.9 million; FMX UST ADV grew 51% to ~$89.7B (March ADV $107B) and achieved ~41% UST market share, while FMX FX ADV increased 42% to a record $20.5B.
Portfolio Match and Lucera Growth
Portfolio Match ADV grew 42% to an all-time high with record average trade size; Lucera revenues grew 22.8% driven by FX and expanding fixed income adoption.
Geographic Strength
Revenue growth was balanced across regions: EMEA +56.7%, Americas +29.9%, and Asia Pacific +31.1% year-over-year.
Cost Reduction Upside
Original $25 million cost-savings program expanded; an additional $10 million was realized in Q1, raising expected annualized savings to $35 million with continued initiatives planned.
Adjusted EBITDA Growth
Adjusted EBITDA increased 26.7% to $253.2 million, supporting margin expansion alongside cost savings efforts.
BGC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BGC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $10.89 | $11.29 | +3.67% |
Feb 12, 2026 | $8.69 | $9.48 | +9.08% |
Nov 06, 2025 | $9.08 | $9.07 | -0.11% |
Jul 31, 2025 | $9.66 | $9.21 | -4.63% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bgc Group, Inc. (BGC) report earnings?
Bgc Group, Inc. (BGC) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Bgc Group, Inc. (BGC) earnings time?
Bgc Group, Inc. (BGC) earnings time is at Aug 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BGC EPS forecast?
BGC EPS forecast for the fiscal quarter 2026 (Q2) is 0.34.